American Express Co
AXP- Exchange
- NYSE
- Industry
- Finance Services
- SEC CIK
- 0000004962
In the last 90 days, American Express Co insiders filed 0 open-market purchases and 1 sale; 3,022 institutions reported holding it in 13F filings for Q2 2026, worth $195.1B in total; 8 superinvestors hold it, including Berkshire Hathaway and Markel Group.
13F holders, Q3 2023
Institutional positions in American Express Co as of Sep 30, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 2,003
- −17 vs. Q2 2023
- Shares held
- 611.5M
- −7.09M (−1.1%) vs. Q2 2023
- Total value
- $91.3B
- −$16.4B (−15.2%) vs. Q2 2023
- New holders
- 147
- 745 more added
- Sold out
- 164
- 745 more reduced
28 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting AXP on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 3,022 | $195.1B |
| Q1 2026 | 2,913 | $174.8B |
| Q4 2025 | 3,044 | $216.8B |
| Q3 2025 | 2,759 | $193.4B |
| Q2 2025 | 2,720 | $189.9B |
| Q1 2025 | 2,628 | $160.7B |
| Q4 2024 | 2,643 | $177.5B |
| Q3 2024 | 2,460 | $160.6B |
| Q2 2024 | 2,349 | $139.8B |
| Q1 2024 | 2,316 | $139.5B |
| Q4 2023 | 2,192 | $114.5B |
| Q3 2023 | 2,003 | $91.3B |
| Q2 2023 | 2,048 | $107.9B |
| Q1 2023 | 2,056 | $102.9B |
| Q4 2022 | 2,008 | $92.3B |
| Q3 2022 | 1,919 | $85.1B |
| Q2 2022 | 1,975 | $88.0B |
| Q1 2022 | 2,067 | $120.0B |
| Q4 2021 | 2,005 | $106.1B |
| Q3 2021 | 1,879 | $111.2B |
| Q2 2021 | 1,851 | $112.6B |
| Q1 2021 | 1,781 | $96.5B |
Institutions, Q3 2023
Shares, value and share of portfolio for each institution holding American Express Co; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Resources Investment Advisors, LLC. | 17,283 | $2.58M | 0.06% | +4,121+31.3% | Added |
| Mathes Company, Inc. | 17,290 | $2.58M | 1.20% | −250−1.4% | Reduced |
| Cape Cod Five Cents Savings Bank | 17,336 | $2.59M | 0.14% | +8,184+89.4% | Added |
| Hancock Whitney Corp | 17,341 | $2.59M | 0.11% | −1,117−6.1% | Reduced |
| CoreCap Advisors, LLC | 17,376 | $2.59M | 0.19% | +5,312+44.0% | Added |
| Cetera Advisors LLC | 17,557 | $2.62M | 0.04% | −184−1.0% | Reduced |
| Selway Asset Management | 17,745 | $2.65M | 1.22% | −40−0.2% | Reduced |
| Bill Few Associates, Inc. | 17,845 | $2.66M | 1.39% | −70−0.4% | Reduced |
| NVWM, LLC | 17,865 | $2.67M | 0.87% | +1,183+7.1% | Added |
| Connable Office Inc | 17,875 | $2.67M | 0.37% | −31−0.2% | Reduced |
| Northstar Group, Inc. | 17,904 | $2.67M | 0.63% | +165+0.9% | Added |
| Callahan Advisors, LLC | 17,981 | $2.68M | 0.34% | +113+0.6% | Added |
| Resonant Capital Advisors, LLC | 18,020 | $2.69M | 0.29% | +1,168+6.9% | Added |
| Elgethun Capital Management | 18,077 | $2.69M | 0.81% | +361+2.0% | Added |
| Azimuth Capital Investment Management LLC | 18,230 | $2.72M | 0.13% | +745+4.3% | Added |
| Integrated Wealth Concepts LLC | 18,271 | $2.73M | 0.05% | −692−3.6% | Reduced |
| WP Advisors, LLC | 18,282 | $2.73M | 1.13% | −41−0.2% | Reduced |
| Pacifica Capital Investments, LLC | 18,295 | $2.73M | 0.88% | 00.0% | Unchanged |
| Mount Vernon Associates Inc | 18,346 | $2.74M | 3.03% | +150+0.8% | Added |
| Northwestern Mutual Investment Management Company, LLC | 18,364 | $2.74M | 0.07% | −391−2.1% | Reduced |
| Buckhead Capital Management LLC | 18,366 | $2.74M | 1.14% | −35,630−66.0% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 18,508 | $2.76M | 0.19% | −785−4.1% | Reduced |
| Centiva Capital, LP | 18,567 | $2.77M | 0.14% | +17,409+1,503.4% | Added |
| Siemens Fonds Invest GmbH | 18,608 | $2.78M | 0.28% | +3,398+22.3% | Added |
| CSM Advisors, LLC | 18,639 | $2.78M | 0.24% | 00.0% | Unchanged |
| CWM, LLC | 18,966 | $2.83M | 0.02% | +1,077+6.0% | Added |
| M. Kulyk & Associates, LLC | 19,070 | $2.85M | 0.79% | −236−1.2% | Reduced |
| Capstone Investment Advisors, LLC | 19,147 | $2.86M | 0.08% | +17,316+945.7% | Added |
| Modera Wealth Management, LLC | 19,175 | $2.86M | 0.05% | −291−1.5% | Reduced |
| NBT Bank N A | 19,187 | $2.86M | 0.27% | +14,150+280.9% | Added |
| Horizon Investment Services, LLC | 19,391 | $2.89M | 1.74% | −1,686−8.0% | Reduced |
| Goelzer Investment Management, Inc. | 19,408 | $2.90M | 0.20% | −265−1.3% | Reduced |
| Moody National Bank Trust Division | 19,411 | $2.90M | 0.19% | +3,471+21.8% | Added |
| Oliver Luxxe Assets LLC | 19,436 | $2.90M | 0.74% | +201+1.0% | Added |
| Courier Capital LLC | 19,490 | $2.91M | 0.24% | −1,054−5.1% | Reduced |
| Achmea Investment Management B.V. | 19,585 | $2.92M | 0.06% | −2,023−9.4% | Reduced |
| Snowden Capital Advisors LLC | 19,590 | $2.92M | 0.12% | −3,221−14.1% | Reduced |
| Kingsview Wealth Management, LLC | 19,710 | $2.94M | 0.11% | −5,204−20.9% | Reduced |
| Park National Corp | 19,791 | $2.95M | 0.13% | −170−0.9% | Reduced |
| LaFleur & Godfrey LLC | 19,835 | $2.96M | 0.47% | +315+1.6% | Added |
| EP Wealth Advisors, LLC | 19,905 | $2.97M | 0.05% | +1,690+9.3% | Added |
| ING Groep NV | 19,940 | $2.97M | 0.03% | +12,603+171.8% | Added |
| Auto-Owners Insurance Co | 19,950 | $2.98M | 0.10% | 00.0% | Unchanged |
| Connectus Wealth, LLC | 19,974 | $2.98M | 0.07% | −102−0.5% | Reduced |
| Stone Point Wealth LLC | 20,056 | $2.99M | 1.28% | −351−1.7% | Reduced |
| ProVise Management Group, LLC | 20,111 | $3.00M | 0.28% | −145−0.7% | Reduced |
| Generali Powszechne Towarzystwo Emerytalne | 20,118 | $3.00M | 1.96% | 00.0% | Unchanged |
| Buckingham Capital Management, Inc. | 20,230 | $3.02M | 0.46% | +4,106+25.5% | Added |
| Richard Bernstein Advisors LLC | 20,236 | $3.02M | 0.07% | 00.0% | Unchanged |
| Gilman Hill Asset Management, LLC | 20,372 | $3.04M | 0.60% | −80−0.4% | Reduced |
| Lakeview Capital Partners, LLC | 20,373 | $3.04M | 0.59% | −71−0.3% | Reduced |
| Stephens Inc | 20,503 | $3.06M | 0.06% | −322−1.5% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 20,513 | $3.06M | 0.24% | −831−3.9% | Reduced |
| Warther Private Wealth, LLC | 20,566 | $3.07M | 2.04% | +4,946+31.7% | Added |
| Dynamic Technology Lab Private Ltd | 20,627 | $3.08M | 0.31% | +17,807+631.5% | Added |
| Ieq Capital, LLC | 20,711 | $3.09M | 0.06% | +465+2.3% | Added |
| BFSG, LLC | 20,823 | $3.11M | 0.50% | +2,487+13.6% | Added |
| Sumitomo Life Insurance Co | 20,908 | $3.12M | 0.09% | +354+1.7% | Added |
| National Asset Management, Inc. | 20,952 | $3.13M | 0.08% | −60,209−74.2% | Reduced |
| Kathleen S. Wright Associates Inc. | 21,227 | $3.13M | 1.75% | +11,928+128.3% | Added |
| Boston Private Wealth LLC | 21,038 | $3.14M | 0.07% | −1,187−5.3% | Reduced |
| Empirical Finance, LLC | 21,188 | $3.16M | 0.23% | +1,809+9.3% | Added |
| One River Asset Management, LLC | 21,108 | $3.17M | 1.48% | +18,326+658.7% | Added |
| Meiji Yasuda Life Insurance Co | 21,364 | $3.19M | 0.08% | +3,492+19.5% | Added |
| Greenleaf Trust | 21,501 | $3.21M | 0.04% | +364+1.7% | Added |
| Univest Financial Corp | 21,531 | $3.21M | 1.07% | −410−1.9% | Reduced |
| Front Barnett Associates LLC | 21,536 | $3.21M | 0.39% | −50−0.2% | Reduced |
| Naples Global Advisors, LLC | 21,554 | $3.22M | 0.39% | +1,045+5.1% | Added |
| Salvus Wealth Management, LLC | 21,581 | $3.22M | 2.55% | +35+0.2% | Added |
| Raymond James Trust N.A. | 21,652 | $3.23M | 0.10% | +2,239+11.5% | Added |
| Chapman Investment Management, LLC | 21,735 | $3.24M | 2.75% | +386+1.8% | Added |
| Verdence Capital Advisors LLC | 21,782 | $3.25M | 0.35% | +869+4.2% | Added |
| Fiduciary Group LLC | 21,876 | $3.26M | 0.42% | −35−0.2% | Reduced |
| TownSquare Capital, LLC | 21,927 | $3.27M | 0.06% | +1,275+6.2% | Added |
| Varma Mutual Pension Insurance Co | 21,959 | $3.28M | 0.04% | +3,281+17.6% | Added |
| Quantbot Technologies LP | 22,052 | $3.29M | 0.22% | +22,052 | New |
| Chicago Trust Co NA | 22,076 | $3.29M | 0.83% | +336+1.5% | Added |
| Family Management Corp | 22,170 | $3.31M | 0.76% | +29+0.1% | Added |
| Chemistry Wealth Management LLC | 22,251 | $3.32M | 1.10% | −96−0.4% | Reduced |
| Coastline Trust Co | 22,444 | $3.35M | 0.49% | +944+4.4% | Added |
| Laffer Tengler Investments | 22,637 | $3.38M | 0.99% | +13,398+145.0% | Added |
| Stonegate Investment Group, LLC | 22,704 | $3.39M | 0.12% | −1,187−5.0% | Reduced |
| Benson Investment Management Company, Inc. | 22,730 | $3.39M | 1.90% | +755+3.4% | Added |
| Bensler, LLC | 22,755 | $3.39M | 0.65% | +3,619+18.9% | Added |
| New England Asset Management Inc | 22,800 | $3.40M | 0.56% | −3,907−14.6% | Reduced |
| Wisconsin Capital Management LLC | 22,825 | $3.41M | 2.25% | −345−1.5% | Reduced |
| Intact Investment Management Inc. | 22,900 | $3.42M | 0.15% | +6,400+38.8% | Added |
| Grassi Investment Management | 22,960 | $3.42M | 0.39% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 22,994 | $3.43M | 0.09% | −627−2.7% | Reduced |
| RBF Capital, LLC | 23,000 | $3.43M | 0.23% | 00.0% | Unchanged |
| Hutner Capital Management Inc | 23,011 | $3.43M | 2.11% | −355−1.5% | Reduced |
| Venture Visionary Partners LLC | 23,146 | $3.45M | 0.21% | +542+2.4% | Added |
| Chatham Capital Group, Inc. | 23,184 | $3.46M | 0.77% | −3,310−12.5% | Reduced |
| First Hawaiian Bank | 23,416 | $3.49M | 0.12% | +1,627+7.5% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 23,466 | $3.50M | 0.45% | −657−2.7% | Reduced |
| Shell Asset Management Co | 23,467 | $3.50M | 0.14% | −1,251−5.1% | Reduced |
| Shelton Capital Management | 23,520 | $3.51M | 0.13% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 23,683 | $3.53M | 0.14% | −31−0.1% | Reduced |
| KMG Fiduciary Partners, LLC | 23,748 | $3.54M | 0.47% | −733−3.0% | Reduced |
| Overbrook Management Corp | 23,794 | $3.55M | 0.83% | −30−0.1% | Reduced |